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AER
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Position history for LONDON CO OF VIRGINIA's holdings in AERCAP HOLDINGS NV

LONDON CO OF VIRGINIA holds 2.5M shares of AER (AERCAP HOLDINGS NV), worth $349M as of 2026-Q1. The position was decreased (-7.9% shares). AER represents 2.2% of LONDON CO OF VIRGINIA's portfolio.

Current Value

$349M

Current Shares

2.5M

Total Value Change

+$30.4M

Total Shares Change

-874,517

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
2.5M
-7.9%
$349M2.2%$146.08
0
2025-Q4
Decreased
2.8M
-9.2%
$397M2.3%$144.14
0
2025-Q3
Decreased
3M
-4.2%
$368.1M2.0%$121.47
0
2025-Q2
Decreased
3.2M
-7.1%
$371.4M2.1%$116.96
0
2025-Q1
Decreased
3.4M
-3.0%
$349.1M2.0%$101.67
0
2024-Q4
Decreased
3.5M
-0.7%
$337.2M1.8%$94.80
0
2024-Q3
Increased
3.5M
+3.8%
$336M1.8%$93.97
51
2024-Q2
Decreased
3.4M
-1.2%
$318.6M1.8%$92.01
0

Other major holders of AER: BlackRock, Inc., WELLINGTON MANAGEMENT GROUP LLP

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